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Kernodle & Katon Asset Management Group’s Schwab US TIPS ETF SCHP Stock Holding History

Kernodle & Katon Asset Management Group’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$198K Buy
+7,136
New +$197K 0.12% 97

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCM
Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return

Kernodle & Katon Asset Management Group's SCHP Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group opened a new position in Schwab US TIPS ETF (SCHP) in Q1 2017: 7,136 shares worth $198K. The stake represents 0.12% of the portfolio and ranks #97 among its holdings.

173 funds tracked by Wall St. Rank hold SCHP as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 7,136 shares of Schwab US TIPS ETF worth $198K as of Q1 2017.
  • Schwab US TIPS ETF was a new Kernodle & Katon Asset Management Group position in Q1 2017.
  • Schwab US TIPS ETF made up 0.12% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #97 holding.
  • 173 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.